Why You Must Discuss Asset Protection With Every Client, And What You Should Say

With fewer estates subject to tax, asset protection is more important. IA reps, especially CFPs, CPA/PFSs, CIMAs and insurance professionals should be discussing asset protection with all of their clients.

Gideon Rothschild will be presenting Why You Must Discuss Asset Protection With Every Client, And What You Should Say on Thursday, July 27th beginning at 4 p.m. EDT.